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Investment ideas

Our Chief Investment Office and experts share insights into our house view and macro trends.

Could Latin America be a great investment opportunity in 2019?

In the 1980s, Latin America suffered from hyper-inflation, dictatorships and state-ownership of assets. Today there are long-term tailwinds that suggest the region could outpace its developed market rivals in the years ahead. This makes it an attractive prospect for investing in 2019.

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Bonds and fixed interest - back to fight another day?

After the global financial crisis and the introduction of quantitative easing, it became harder and harder to justify holding fixed interest securities in client portfolios, due to their lack of yield. Yet, across the Atlantic, the tide may now be turning.

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Why investors are looking east towards Japan

We believe there are many compelling reasons to look closely at investing in Japan in 2019, including improvements in Japanese company balance sheets, thanks to their better profitability and innovative edge with relatively cheap stock valuations. Is the sun now rising over Japan?

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Waiting for Godot – how long until markets recover?

It had been hoped that the US midterm elections on 6 November might prove to be a cathartic moment for markets and provide a positive turning point following the brutal October battering.

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Not the time to sell

Recent equity market turbulence has given investors a frisson of fear, as has often been the case over the course of the bull market that began way back in March 2009.

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Markets in turmoil – our view

This week’s market turmoil, like in February and March, started as a technical correction after six months of straight-up markets which required a little breathing space. Soon thereafter, however, fundamental concerns have crept in.

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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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